LUBEN COHEN FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LUBEN COHEN FAMILY FOUNDATION (EIN 25-6869915)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-14
- IRS object ID
- 201722269349100532
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-14T13:46:53-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wipfli LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 West Baltimore Ave Suite 210 | AddressLine1Txt |
| City | Media | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256869915 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LU-BEN COHEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LU-B | BusinessNameControlTxt |
| Phone | 4843207805 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ENDURANCE RE GP 1 BALA AVE No 502 | AddressLine1Txt |
| City | bala cynwyd | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEN COHEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4843207805 | PhoneNum |
| Signature | 2017-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY D STRATOTI CPA MST | PreparerPersonNm |
| PTIN | P00787977 | PTIN |
| Phone | 6102799100 | PhoneNum |
| Preparation | 2017-08-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.207.99.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-14 | IPDt |
| IP Tm | 13:46:51 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BD023B6DD8A9EE6B5EE6ABCB48F8371FD156CD3F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,872,632 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $273,630 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $25,414 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,407 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,896 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $518,772 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,896 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $313,940 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,303 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,710 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,710 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,309 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,309 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,086 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,050 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,105 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,359 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,746 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $129,599 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $129,599 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $141,704 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,359 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $132,345 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $172,236 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,944 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $165 | CashBOYAmt |
| Cash EOY | $6,122 | CashEOYAmt |
| Cash EOYFMV | $6,122 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $67,663 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,907 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,907 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $738,040 | CorporateStockBOYAmt |
| Corporate Stock EOY | $946,075 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,019,116 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,196,857 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,196,857 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $821,487 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,002,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,174,961 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,872,632 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,002,725 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,174,961 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,002,725 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,174,961 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,002,725 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,174,961 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,002,725 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $172,236 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,174,961 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,174,961 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DODGE & COX INCOME, DODIX XXX-XX-XXXX | P | 2015-06-25 | 2016-05-17 | $99,675 | $97,643 | $2,032 | $2,032 |
| DODGE & COX INCOME, DODIX XXX-XX-XXXX | P | 2011-03-01 | 2016-05-17 | $178,718 | $180,107 | -$1,389 | -$1,389 |
| DOUBLELINE CORE FIXED INCOME CL I, DBLFX XXX-XX-XXXX | P | 2016-05-17 | 2016-07-28 | $2,787 | $2,734 | $53 | $53 |
| GOLDMAN SACHS STRG INCOME FUND INSTL, GSZIX 38145C646 | P | 2015-06-30 | 2016-05-17 | $10,999 | $11,150 | -$151 | -$151 |
| GOLDMAN SACHS STRG INCOME FUND INSTL, GSZIX 38145C646 | P | 2014-06-19 | 2016-05-17 | $19,876 | $22,180 | -$2,304 | -$2,304 |
| ISHARES INC MSCI EMRG MKTS SM-CAP-ETF, EEMS XXX-XX-XXXX | P | 2015-01-06 | 2016-08-15 | $1,780 | $1,783 | -$3 | -$3 |
| ISHARES MSCI EMERGING MARKETS ETF, EEM XXX-XX-XXXX | P | 2012-12-19 | 2016-08-15 | $3,696 | $3,881 | -$185 | -$185 |
| ISHARES TR EAFE GRWTH ETF, EFG XXX-XX-XXXX | P | 2011-09-08 | 2016-08-15 | $3,617 | $2,860 | $757 | $757 |
| ISHARES TR EAFE VALUE ETF, EFV XXX-XX-XXXX | P | 2011-09-26 | 2016-08-15 | $4,055 | $3,710 | $345 | $345 |
| LM BW ABSOLUTE RTRN OPPORTUNITIES CL I, LROIX, XXX-XX-XXXX | P | 2015-06-30 | 2016-05-17 | $3,284 | $3,232 | $52 | $52 |
| LM BW ABSOLUTE RTRN OPPORTUNITIES CL I, LROIX, XXX-XX-XXXX | P | 2013-05-07 | 2016-05-17 | $6,688 | $7,659 | -$971 | -$971 |
| LOOMIS SAYLES STRATEGIC ALPHA Y, LASYX 63872T620 | P | 2013-05-07 | 2016-05-17 | $20,076 | $21,440 | -$1,364 | -$1,364 |
| LOOMIS SAYLES STRATEGIC ALPHA Y, LASYX 63872T620 | P | 2015-06-26 | 2016-05-17 | $10,958 | $10,856 | $102 | $102 |
| METROPOLITAN WEST TOTAL RETURN CLASS I, MWTIX XXX-XX-XXXX | P | 2016-05-17 | 2016-08-15 | $16,908 | $16,678 | $230 | $230 |
| PIMCO INVESTMENT GRADE CORP BOND CL A, PBDAX 722008307 | P | 2012-08-08 | 2016-05-17 | $20,758 | $22,086 | -$1,328 | -$1,328 |
| PIMCO INVESTMENT GRADE CORP BOND CL A, PBDAX 722008307 | P | 2015-05-29 | 2016-05-17 | $10,612 | $10,438 | $174 | $174 |
| SPDR INDEX SHS FDS MSCI ACWI EX-US ETF, CWI 78463X848 | P | 2012-12-19 | 2016-08-15 | $5,630 | $5,603 | $27 | $27 |
| SPDR INDEX SHS FDS S&P EMERGING ASIA PAC, GMF 78643X301 | P | 2013-07-22 | 2016-03-01 | $11,998 | $13,568 | -$1,570 | -$1,570 |
| SPDR INDEX SHS FDS S&P EMERGING ASIA PAC, GMF 78643X301 | P | 2015-07-01 | 2016-03-04 | $5,888 | $6,007 | -$119 | -$119 |
| SPDR INDEX SHS FDS S&P INTL SMALL CAP ET, GWX 78463X871 | P | 2012-12-19 | 2016-08-15 | $2,634 | $2,492 | $142 | $142 |
| VANGUARD INDEX FDS VANGUARD GROWTH ETF F, VUG XXX-XX-XXXX | P | 2011-09-08 | 2016-08-15 | $16,296 | $9,573 | $6,723 | $6,723 |
| VANGUARD INDEX FDS VANGUARD SMALL CAP GR, VBK XXX-XX-XXXX | P | 2011-09-08 | 2016-08-15 | $2,237 | $1,260 | $977 | $977 |
| VANGUARD INDEX FDS VANGUARD SMALL CAP VA, VBR XXX-XX-XXXX | P | 2011-09-08 | 2016-08-15 | $2,544 | $1,397 | $1,147 | $1,147 |
| VANGUARD INDEX FDS VANGUARD VALUE ETF FO, VTV XXX-XX-XXXX | P | 2011-09-08 | 2016-08-15 | $24,539 | $13,805 | $10,734 | $10,734 |
| VANGUARD INTL EQUITYINDEX FDS FTSE EUROP, VGK XXX-XX-XXXX | P | 2014-01-24 | 2016-08-15 | $1,987 | $2,129 | -$142 | -$142 |
| VANGUARD SCOTTSDALE FDS INTERMEDIATE TER, VCIT 92206C870 | P | 2016-05-17 | 2016-08-15 | $4,752 | $4,648 | $104 | $104 |
| WESTERN ASSET CORE BOND FUND CL I, WATFX XXX-XX-XXXX | P | 2016-05-17 | 2016-08-15 | $17,227 | $16,854 | $373 | $373 |
| WISDOMTREE TR EUROPEHEDGED EQ, HEDJ 97717X701 | P | 2015-08-05 | 2016-07-28 | $589 | $589 | $0 | $0 |
| WISDOMTREE TR EUROPEHEDGED EQ, HEDJ 97717X701 | P | 2015-08-05 | 2016-08-15 | $3,943 | $4,124 | -$181 | -$181 |
| WISDOMTREE TRUST JAPAN HEDGE EQT, CXJ 97717W851 | P | 2015-03-19 | 2016-08-15 | $3,385 | $3,390 | -$5 | -$5 |
| Capital Gains Dividends | P | $636 | $636 | $636 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,896 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $71,475 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,810,706 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039474 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $51,280 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,661,738 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.030859 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $85,296 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,552,830 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054929 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $74,409 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $364,907 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.203912 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $71,903 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $281,517 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.255413 | DistributionYr5Rt |
| Total Distribution | 0.584587 | TotalDistributionRt |
| Average Distribution | 0.116917 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,054,854 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $123,330 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $309 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $123,639 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $132,345 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $309 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $309 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $309 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $840 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $840 | TotalPaymentsAndCreditsAmt |
| Overpayment | $531 | OverpaymentAmt |
| Applied To ES Tax | $531 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ben Cohen | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4843207805 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 FENIMORE LANE | AddressLine1Txt |
| City | GLADWYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Ben Cohen | ||||||||
| 1350 FENIMORE LANE | GLADWYNE | PA | 19036 | Trustee | 0.00 | $0 | $0 | $0 |
| Louis Cohen | ||||||||
| 1520 Island Blvd | aventura | FL | 33160 | Trustee | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $979,450 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $91,468 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,070,918 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,070,918 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,064 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,054,854 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,743 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,743 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $309 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $309 | TotalTaxAmt |
| Distributable Before Adj | $52,434 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,434 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,434 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $132,345 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $132,345 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $309 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $132,036 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,434 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,122 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,091 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,532 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $41,745 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $132,345 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,434 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $79,911 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $121,656 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $20,122 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $101,534 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,091 | ExcessFromYear4Amt |
| Excess From Year3 | $8,532 | ExcessFromYear3Amt |
| Excess From Current Year | $79,911 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Marcia Cohen | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o endurance real estate group one | AddressLine1Txt |
| Address Line2 | bala ave suite 502 | AddressLine2Txt |
| City | bala cynwyd | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6105258836 | RecipientPhoneNum |
| Form And Info And Materials | letter should include requested amount and proposed use for contribution | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none | SubmissionDeadlinesTxt |
| Restrictions On Awards | none | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHROHNS AND COLITIS | |||||||
| 4308 POPLAR ST | BATON ROUGE | LA | 70808 | N/a | 501(C)(3) | TO PROVIDE SUPPORT FOR DIGESTIVE DISEASES, AND DISORDERS FOR THE JEWISH COMMUNITY | $1,905 |
| Guideline Services | |||||||
| 4032 Spruce Street | Philadelphia | PA | 19104 | n/a | 170(b)(1)(A)(i) | to support the mission of helping the jewish community of greater philadelphia Through education, social services and day camps | $5,000 |
| HAR ZION TEMPLE - HS | |||||||
| 1500 hagys ford road | penn valley | PA | 19072 | n/a | 170(b)(1)(A)(ii) | to support spiritual, educational and social experiences through education | $383 |
| Hochberg Preparatory | |||||||
| 20350 ne 26th avenue | north miami beach | FL | 33180 | n/a | 170(b)(1)(A)(ii) | to support the school's mission of realizing dreams and building communities in the jewish community | $500 |
| JAFCO | |||||||
| 4200 n university dr | sunrise | FL | 33351 | n/a | 509(a)(2) | to provide support for jewish adoption and foster care options | $8,211 |
| LM COMMUNITY MIKVAH | |||||||
| 111 union avenue | bala CYNWYD | PA | 19004 | N/a | 501(C)(3) | TO PROVIDE SUPPORT TO MAKE THE ORGANIZATION'S MIKVAH A REALTY | $2,000 |
| MIAMI CITY BALLET INC | |||||||
| 2200 LIBERTY AVENUE | MIAMI BEACH | FL | 33139 | N/a | 501(C)(3) | TO PROVIDE TUITION FREE DANCE INSTRUCTION TO DISADVANTAGED MIAMI CHILDREN | $500 |
| Minding Your Mind | |||||||
| 42 west lancaster avenue 2nd floor | ardmore | PA | 19003 | n/a | 170(b)(1)(A)(vi) | to provude support to the organization which leads initiatives to reduce the stigma associated with mental health disorders | $100,000 |
| Mt Sinai | |||||||
| asher building 4300 alton road | miami | FL | 33140 | n/a | 501(C)(3) | general fund to support the medical care provided at mt. sinai hospital | $10,000 |
| SHARSHERET DONATION FOR BREAST CANCER | |||||||
| 1086 TEANECK ROAD NO 2G | TEANECK | NJ | 07666 | N/a | 501(C)(3) | TO PROVIDE SUPPORT TO WOMEN AND THEIR FAMILIES OF ALL JEWISH BACKGROUNDS FACING BREAST CANCER | $500 |
| THE USO | |||||||
| 2111 WILSON BLVD SUITE 1200 | ARLINGTON | VA | 22201 | N/a | 501(C)(3) | TO PROVIDE SUPPORT TO AMERICA'S MILITARY SERVICE MEMBERS | $100 |
| THE WILLIE & CELIA TRUMP SYNAGOGUE | |||||||
| 3000 ISLAND BLVD SUITE 127 | AVENTURA | FL | 33160 | N/a | 501(C)(3) | TO PROVIDE SUPPORT TO JUDAISM THAT CAN THRIVE AND PROSPER IN THE COMMUNITY | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $129,599 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,414 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,896 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $40,310 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,310 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cohen Charitable Lead Annuity Trust | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o endurance real estate group one | AddressLine1Txt |
| City | bala cynwyd | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $273,630 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,710 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,710 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE FDS TR CORE FIXINCM | $60,724 | $59,761 |
| DOX & COX INCOME FD | $0 | $0 |
| GOLDMAN SACHS TR STRG INCM INST | $0 | $0 |
| ISHARES INTL GROWTH ETF | $28,901 | $29,291 |
| ISHARES INTL VALUE ETF | $31,509 | $31,976 |
| ISHARES TR MSCI EMERGING MKTS | $27,812 | $26,026 |
| ISHARES EMERGING MARKETS SMALL | $16,068 | $15,385 |
| LEGG MASON-BRANDYWINE ABSOLUTE RET OPPS FD | $0 | $0 |
| LOOMIS SAYLES STRATEGIC | $0 | $0 |
| METROPOLITAN WEST FDS TOTAL RET CL I | $137,097 | $132,732 |
| PIMCO INV GRD CORPORATE | $0 | $0 |
| SPDR INDEX SHS FDS S&P INTL SMICP | $14,750 | $15,453 |
| SPDR MSCI ACWI EX-US ETF | $43,246 | $43,855 |
| SPDR S&P EMERGING ASIA PACIFIC ETF | $0 | $0 |
| VANGUARD INDEX GROWTH ETF | $126,875 | $156,453 |
| VANGUARD INDEX SMALL GROWTH ETF | $16,083 | $20,332 |
| VANGUARD INDEX SMALL VALUE ETF | $15,083 | $21,452 |
| VANGUARD INDEX VALUE ETF | $151,408 | $194,880 |
| VANGUARD INTERMEDIATE TERM CORPORATE BOND | $37,627 | $36,707 |
| VANGUARD INTL EQUITY INDEX FD EUROPEAN ETF | $16,176 | $15,015 |
| WISDOMTREE JAPAN HEDGED EQUITY | $39,998 | $38,901 |
| WISDOMTREE EUROPEAN HEDGED EQUITY | $47,151 | $47,196 |
| WESTERN ASSET FDS INC CORE BD FD CL I | $135,567 | $133,701 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | insurance policy | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,196,857 | BookValueAmt |
| EOYFMV | $821,487 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| investment fees | $7,050 | $7,050 | $0 |
| MISC EXPENSE | $36 | $0 | $36 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES | $1,697 | $1,697 | $0 |
| FOREIGN TAXES WITHHELD | $612 | $612 | $0 |
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